Proven Capabilities
WMS brings experience with all funding sources. Each provider has highly nuanced requirements. We guide, prepare and connect clients to the most suitable sources of funds.

Preparation is critical - lenders and investors must have confidence in your business strategy, financial plans and business performance.

Value-Added Services

■	Selection of lenders & investors
■	Investor meetings & negotiations
■	Development of investor materials
■	Strategic and business planning
■	Financial projections & valuations

What sources of funds are most suitable for your needs?

Seed capital

Angel investors

Venture capital

Private equity

High networth individuals

Strategic partners

SBA loans

Seller financing

Senior debt

Subordinated debt

"WMS was instrumental in assisting us in securing a vital SBA loan just as the market was tanking in the fall of 2008. No one could believe we managed to secure the financing---we even made the 6:00 news!!”
                       
                         Karen Goetz
                         President & CEO
                         Inforia, Inc